Best Investors
Account
Sign in
Boca Raton, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Island Taxi | Franklin Square | NY | 07/2014 | 06/2018 |
| Axa Advisors, Llc | Woodbury | NY | 09/2015 | 11/2016 |
| M.D. Falk & Company, Inc. | Boca Raton | FL | 04/2020 | Present |
| Mg Security Services | New York | NY | 09/2017 | 06/2020 |
| Sl Logistics | New York | NY | 11/2016 | 07/2017 |
| Forest Hills Financial Group | New York | NY | 09/2022 | Present |
| Thermalized Technologies | Coral Springs | FL | 10/2023 | Present |
| United American Insurance Company | Mckinney | TX | 01/2025 | Present |
| No Fear Insurance Agency | Boca Raton | FL | 05/2024 | Present |
Forest Hills Financial Group, Investment-Related, 122 E 42nd Street, Suite 2200, New York, New York 10168, Insurance Agent, September 14, 2022, 10 hours per month and 4 hour during trading hours per month. United American Insurance Company, Investment-Related, 3700 S Stonebridge Dr, McKinney, TX 75070, Insurance Agent, January 2025, 10 hours per month and 4 hour during trading hours per month. No Fear Insurance Agency, Investment-Related, 17568 Rainstream Rd, Boca Raton FL 33496, Insurance Agent, May 2024, 10 hours per month and 4 hour during trading hours per month. Thermalized Technologies, 11471 W Sample Rd, Suite 112, Coral Springs, FL 33065, Non-Investment Related, Owner and Head of Business Development, 10/23 to present, 10 hours per month, 5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-22 |
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
Reach out to this advisor